OwnDesk Balance

$ 29.00

A business and family planner built for working moms who run a side business, a freelance practice, or a small shop while also keeping a household running. One HTML dashboard that replaces five separate apps: client CRM, invoice tracker, household budget planner, family calendar, and meal/goal tracker.

Try the live demo first
14-day money-back guaranteeSecure checkout with Stripe
  • 14-day money-back guarantee. Email me and you get a refund, no questions.
  • Download appears on screen the moment payment clears, and by email.
  • Written and supported by Adrián. Replies come from me, usually within a working day.
  • Also sold on Etsy since 2026, with independently moderated reviews.
SKU: owndesk-balance Category:

Description

What it does

Business income and client work, in view

A simple client CRM – who you work for, and every project tied to a deadline and status – next to every invoice you have sent, its status, and running totals of what is paid and what is outstanding.

Household money, never mixed with business

Family income and expenses tracked with their own category breakdown, kept deliberately separate from business money – so you always know which is which without doing the math yourself.

One family calendar instead of three apps

School, work appointments and family time in one shared week or month view – the same dashboard that holds your client deadlines, not a separate app you have to check twice.

Meals, goals and the small stuff that keeps a week running

A 7-day dinner plan with one shopping list you check off as you shop, goals tracked as a number moving toward a target, daily habits with a streak counter, and a place for quick notes and document numbers.

What you get

  • OwnDeskBalance.html – the complete planner, one file, works offline
  • Quick Start guide
  • Licence for one person or household business, lifetime use
  • Sample business & family data you can clear in one click

Before you buy

Do I need to create an account or pay a subscription?
No. OwnDesk Balance is a one-time purchase – no account, no subscription, no recurring fee. Activate it once and it is yours to use for as long as you like.
Does it work on Mac, Windows and iPad?
Yes. It runs in any modern browser – Chrome, Edge, Safari or Firefox – on Windows, Mac or iPad. Nothing to install.
Where is my data stored, and how do I back it up?
Everything is saved locally in your browser on your own device – nothing is sent to a server or cloud. Use the built-in Export button to save a backup regularly, and Import to restore it or move to a new computer.
Is this really for both my business and my family, or just one?
Both, by design. A client CRM, invoices and business income stay separate from your household budget and family calendar, so you can run a side business or freelance work alongside your home life without the two ever mixing on the same numbers.
Can I use this if I’m not techy?
Yes – there is no setup, no login and no software to install. Double-click the file and it opens like a webpage, with sample data already filled in so you can see how it works before entering your own.
What’s included, versus a full accounting or CRM tool?
Enough to run client work and a household without five subscriptions: a client list with project status, invoices with running totals, a household budget by category, a family calendar, a weekly meal plan and shopping list, and a goals & habits tracker. It does not file taxes or process card payments itself – pair it with your own invoicing and payment method for that part.
What if it’s not right for me?
Email me and you get a refund within 14 days, no questions. If something’s confusing, you’re writing to the person who built it, not a queue.